-99.6%
OM price history and return analytics
+117.9%
-217.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -3.3% |
| 7D | -10.6% | -1.1% | -9.5% | -8.9% |
| 30D | -28.7% | -1.0% | -27.7% | -27.5% |
| 3M | -25.3% | +3.2% | -28.5% | -28.7% |
| 6M | -1.5% | +12.5% | -14.0% | -18.8% |
| YTD | -13.5% | +14.1% | -27.5% | -29.4% |
| 1Y | -77.3% | +18.9% | -96.2% | -82.6% |
| 3Y | -98.4% | +74.1% | -172.5% | -99.4% |
| 5Y | -99.6% | +66.9% | -166.4% | -99.8% |
| All | -99.6% | +117.9% | -217.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling